BCMLT
SCZ icon

Beacon Capital Management LLC (Tennessee)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-76
Closed -$5.5K – 838
2025
Q2 		$5.5K Buy
+76
New +$5.14K ﹤0.01% 740
2024
Q4 		– Sell
-62
Closed -$4.2K – 1190
2024
Q3 		$4.2K Hold
62
– – ﹤0.01% 855
2024
Q2 		$3.82K Hold
62
– – ﹤0.01% 763
2024
Q1 		$3.93K Hold
62
– – ﹤0.01% 752
2023
Q4 		$3.5K Sell
62
-53
-46% -$3.03K ﹤0.01% 706
2023
Q3 		$6.78K Hold
115
– – ﹤0.01% 638
2023
Q2 		$6.78K Hold
115
– – ﹤0.01% 638
2023
Q1 		$6.84K Sell
115
-262
-69% -$15.6K ﹤0.01% 572
2022
Q4 		$21.3K Buy
377
+239
+173% +$12.8K 0.01% 362
2022
Q3 		$7K Hold
138
– – ﹤0.01% 542
2022
Q2 		$10K Hold
138
– – ﹤0.01% 540
2022
Q1 		$10K Buy
+138
New +$9.37K ﹤0.01% 540

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return